People First
AI should support human expertise — not replace the importance of people, relationships, experience, or judgment.
Client onboarding & AI discovery session
Welcome to
Simple Social AI
Today is not about asking you to become an AI expert. It is about understanding your organization, your people, your knowledge, your processes, and the opportunities where AI can make work simpler.
Begin the sessionApproved
knowledge
knowledge
Your
audience
audience
Clear
boundaries
boundaries
AIOne clear job
The goal is to identify where technology can create meaningful value for your organization and the people you serve.
Part 01 · Why Simple Social exists
Technology should make things simpler
Access to more technology does not automatically make work easier. Sometimes it creates more complexity.
Our mission
Help organizations use disruptive new technology in a healthy, practical, responsible, and people-centered way.
Our vision
Valuable knowledge should not remain trapped inside documents, folders, websites, departments, or the minds of a few experienced employees.
We help transform existing knowledge and expertise into intelligent resources that support people when they need it.
Simplicity
Powerful technology should not have to feel complicated.
Purpose Before Technology
We begin by asking: “Where do people need help?”
Responsible Innovation
Successful adoption requires clear purpose, trusted knowledge, appropriate boundaries, human oversight, and responsible governance.
Continuous Improvement
An AI resource should evolve as the organization evolves.
Part 02 · What is Simple Social AI?
An AI operating system for organizational expertise
Capture, deploy, govern, and continuously improve access to organizational knowledge and expertise through AI.
Your organization+Approved knowledge+Your audience+Your purpose+Your boundaries
Designed to know about the world.
vs.
Designed to understand a specific job within your organization.
What is an AI agent?
A specialized digital resource designed to help a defined audience accomplish a specific knowledge-based task.
Every agent needs a job. Discovering that job is what we begin doing today.
Part 03 · The problems we want to solve
Small questions. Repeated every day.
“Where can I find that?”“Who knows how this works?”“What happens next?”“Where is the latest version?”“How do I do this correctly?”
These are knowledge and communication problems that AI may be able to help solve.
Parts 04–05 · Today is about discovery
We are not starting with the AI
We start by understanding where your organization repeatedly spends time finding information, explaining something, answering questions, following a process, training someone, or helping someone make an informed decision.
Imagine one more team member
Knowledgeable. Clear. Available whenever someone needs assistance.
What would you want that person helping people with? What repetitive responsibilities would you move to them? What information would you teach them first?
Questions
What questions does your team answer repeatedly?
Knowledge
What information should be easier to access than it is today?
Processes
Where do people become confused, and where are instructions repeated?
Expertise
What knowledge currently lives primarily with one or two people?
Initiatives
What programs or projects require significant communication, education, or support?
Part 06 · Identify the opportunities
Seven simple actions
Connect organizational needs to potential AI roles.
Find
Locate approved information, documents, policies, or resources.
Explain
Understand programs, terminology, policies, services, or requirements.
Guide
Walk through an approved process or series of steps.
Create
Draft materials using established knowledge and standards.
Support
Answer recurring employee, customer, resident, partner, or stakeholder questions.
Train
Learn procedures, programs, systems, or organizational knowledge.
Decide
Organize approved information to support better-informed decisions.
Your AI opportunity map
At this stage, there are no bad ideas.
We are identifying opportunities — not selecting agents yet.
FindExplainGuideCreateSupportTrainDecide
Parts 07–10 · Design the right agent
Who are we helping — and where should AI stop?
Internal audiences
Employees · Managers · Leadership · Specific departments · New employees · Administrators
External audiences
Customers · Residents · Vendors · Partners · Program participants · Community stakeholders · General public
Clear boundaries
What should the AI never answer? What decisions remain with a human? When should it direct someone to a staff member?
Good AI has a clearly defined job. Responsible AI also knows where that job ends.
The Agent Blueprint
Five questions before technology
01
Purpose
What problem are we solving?
02
Audience
Who is this agent designed to help?
03
Job
What should the agent actually do?
04
Knowledge
What approved information does the agent need?
05
Boundaries
What should the agent never do?
FrequencyTimeReachKnowledge readinessConsistencySuitability
Parts 11–13 · Build, govern, improve
The right knowledge. Clear ownership. Continuous learning.
Knowledge base
Give it the right information
Policies, SOPs, templates, forms, training materials, FAQs, program documentation, approved webpages, manuals, and reference materials.
Governance
Define responsibility
Business owner, subject matter owner, platform administrator, and knowledge owners — with expectations for access, privacy, authority, escalation, review, and updates.
Improvement
Learn from real usage
What are people asking? Where are answers unclear? What knowledge is missing? What should be corrected?
LaunchObserveCorrectExpandReview
Defining success
“This AI agent was worth implementing.”
Less staff timeFaster accessBetter understandingConsistent communicationFewer errorsBetter support
Part 15 · The Simple Social AI discovery method
From need to managed resource
Discover
Where are time, knowledge, communication, or expertise being lost?
Identify
Could AI help Find, Explain, Guide, Create, Support, Train, or Decide?
Prioritize
Which opportunities could create the most meaningful value?
Design
Purpose + Audience + Job + Knowledge + Boundaries
Govern
Ownership + Access + Privacy + Authority + Maintenance
Improve
Test + Measure + Correct + Expand
“We don’t start by asking what AI can do. We start by identifying where people need better access to knowledge, information, communication, and expertise.”
Discovery workshop
Now we turn the conversation to your organization
Open each prompt and capture the questions, knowledge, processes, people, and boundaries that matter most.
From discovery to your AI roadmap
A clearer path forward
Your challenges
Your audiences
Your knowledge
Your opportunities
Your priorities
Your potential AI agents
Explore the possibilities
Meet your AI experts
Thirty purpose-built experts designed around the knowledge, services, and responsibilities of your organization.
Department Expert AI Agent
Become a centralized knowledge expert for a specific department, helping employees, leadership, customers, or stakeholders understand its responsibilities and resources.
OpenAI · GPT-5.5Chat with this agentDivision Expert AI Agent
Serve as a specialized expert for a particular division, helping users navigate its functions, staff responsibilities, processes, services, and projects.
Google · Gemini 3.1 Pro PreviewChat with this agentLibrary System Initiative AI Agent
Support a library system initiative or strategic program by helping patrons, employees, and partners understand its purpose, programs, and services.
OpenAI · GPT-5.5Chat with this agentLibrary Patron Book Discovery AI Agent
Help library patrons discover books and resources through conversational recommendations based on topics, genres, authors, and interests.
Google · Gemini 3 Flash PreviewChat with this agentBoard & Committee Expert
Assist board members and committee officers with meeting minutes, agendas, attendance, quorum calculations, bylaws, resolutions, and approved governance documents.
OpenAI · GPT-5.5Chat with this agentBook & Publication Expert
Help readers navigate and better understand a specific book, publication, manual, or report by explaining concepts and locating sections.
Google · Gemini 3.1 Pro PreviewChat with this agentTraining & Learning Expert
Support participants before, during, and after training with dates, locations, assignments, course content, requirements, certificates, and next steps.
OpenAI · GPT-5.5Chat with this agentEmployee Onboarding Expert
Guide new employees through their first days and weeks with orientation schedules, policies, training, forms, benefits resources, and key contacts.
Google · Gemini 3 Flash PreviewChat with this agentStandard Operating Procedures (SOP) Expert
Help employees locate, understand, and follow approved SOPs, including steps, forms, templates, documentation, and required approvals.
Anthropic · Claude Sonnet 4.6Chat with this agentHuman Resources Information Expert
Help employees navigate approved HR information, including benefits, leave procedures, handbooks, holidays, forms, policies, and appropriate contacts.
OpenAI · GPT-5.5Chat with this agentCustomer Service Expert
Provide consistent answers about products, services, policies, locations, operating hours, common problems, warranties, and next steps.
Google · Gemini 3.1 Flash Lite PreviewChat with this agentNonprofit Programs & Services Expert
Help community members understand programs, eligibility, services, locations, applications, activities, partner resources, and volunteer opportunities.
OpenAI · GPT-5.5Chat with this agentVolunteer Expert
Support volunteers from initial interest through participation with opportunities, requirements, schedules, training, assignments, forms, and next steps.
Google · Gemini 3 Flash PreviewChat with this agentGrant Program Expert
Help staff or eligible applicants understand grant requirements, deadlines, approved uses, documentation, instructions, reporting, and available resources.
Anthropic · Claude Opus 4.6Chat with this agentCity Services Expert
Give residents a conversational way to understand municipal services, permits, parks, public works, departments, forms, and common procedures.
OpenAI · GPT-5.5Chat with this agentCounty Government Expert
Help residents, employees, and partners navigate county departments, services, meetings, programs, forms, responsibilities, and approved resources.
Google · Gemini 3.1 Pro PreviewChat with this agentPublic Meeting Expert
Create one knowledge resource around public meetings, including agendas, minutes, dates, ordinances, voting records, documents, and participation instructions.
OpenAI · GPT-5.5Chat with this agentParks & Recreation Expert
Help residents discover parks, facilities, programs, camps, sports, classes, schedules, fees, events, rules, and recreation opportunities.
Google · Gemini 3 Flash PreviewChat with this agentEconomic Development Expert
Help businesses, entrepreneurs, site selectors, and partners navigate incentives, programs, demographic resources, workforce resources, and contacts.
OpenAI · GPT-5.5Chat with this agentProcurement & Purchasing Expert
Guide employees or vendors through procurement procedures, purchasing thresholds, vendor registration, bid processes, timelines, and required approvals.
Anthropic · Claude Sonnet 4.6Chat with this agentCommunications & Brand Expert
Help employees communicate consistently with approved brand standards, terminology, logos, messaging, templates, and social media guidance.
Google · Gemini 3.1 Flash Lite PreviewChat with this agentProject Expert
Become the central knowledge resource for a project, covering scope, objectives, timelines, responsibilities, decisions, risks, and next steps.
OpenAI · GPT-5.5Chat with this agentStrategic Plan Expert
Turn a large strategic plan into an accessible resource for goals, priorities, initiatives, KPIs, timelines, progress, and connected projects.
Google · Gemini 3.1 Pro PreviewChat with this agentEvent Expert
Support attendees, staff, speakers, sponsors, vendors, and volunteers with registration, schedules, locations, assignments, deadlines, and event resources.
OpenAI · GPT-5.5Chat with this agentConference Expert
Serve as a 24/7 conference resource for sessions, speakers, locations, schedules, exhibitors, transportation, FAQs, and post-conference materials.
Google · Gemini 3 Flash PreviewChat with this agentPolicy & Procedures Expert
Make organizational policies easier to navigate through natural-language explanations grounded in approved policies and relevant references.
Anthropic · Claude Opus 4.6Chat with this agentSales Knowledge Expert
Help sales teams find accurate product information, pricing structures, approved messaging, case studies, proposals, and competitive differentiators.
OpenAI · GPT-5.5Chat with this agentProduct & Service Expert
Help customers or employees compare options, understand features, navigate documentation, find resources, and reach the right human team.
Google · Gemini 3.1 Pro PreviewChat with this agentIT Help & Technology Expert
Help employees with software instructions, account setup, troubleshooting documentation, cybersecurity guidance, training, and support requests.
OpenAI · GPT-5.5Chat with this agentCampaign or Initiative Expert
Support a specific campaign or initiative with consistent information about its purpose, timeline, activities, resources, participation, and progress.
Google · Gemini 3 Flash PreviewChat with this agentAccreditation & Compliance Expert
Help teams navigate standards, evidence requirements, deadlines, documentation, responsible parties, procedures, and checklists.
Anthropic · Claude Sonnet 4.6Chat with this agentInstitutional Knowledge Expert
Preserve knowledge from experienced employees by making approved interviews, manuals, processes, historical documents, and FAQs searchable.
OpenAI · GPT-5.5Chat with this agentForms & Applications Expert
Guide people through complex forms by explaining terminology, required documents, sections, submission procedures, deadlines, and common mistakes.
Google · Gemini 3.1 Flash Lite PreviewChat with this agent“How Do I?” Process Expert
Answer recurring procedural questions by guiding people to approved processes, instructions, forms, resources, contacts, and next steps.
OpenAI · GPT-5.5Chat with this agentReference guide
AI experts at a glance
The full goal of each agent — what it could do and the AI model behind it — in one readable table.
| No. | AI Agent | Goal / What It Could Do | AI Model |
|---|---|---|---|
| 01 | Department Expert AI Agent | Become a centralized knowledge expert for a specific department. Help employees, leadership, customers, or stakeholders understand the department’s responsibilities, services, programs, policies, procedures, documents, contacts, FAQs, forms, resources, and current initiatives. | OpenAI · GPT-5.5 |
| 02 | Division Expert AI Agent | Serve as a specialized expert for a particular division within a larger organization or government entity. Help users navigate the division’s functions, staff responsibilities, processes, services, procedures, resources, projects, documentation, and how the division connects with other departments or divisions. | Google · Gemini 3.1 Pro Preview |
| 03 | Library System Initiative AI Agent | Support a specific library system initiative or strategic program by helping patrons, employees, partners, and community members understand its purpose, programs, events, resources, participation opportunities, schedules, locations, requirements, FAQs, and available services. It can also help staff communicate consistent information about the initiative across multiple library branches. | OpenAI · GPT-5.5 |
| 04 | Library Patron Book Discovery AI Agent | Help library patrons discover books and library resources through conversational recommendations based on topics, genres, authors, interests, reading levels, themes, or what they enjoyed previously. It can introduce patrons to new titles and collections, explain why a book may match their interests, and encourage exploration of the library’s catalog — supporting discovery rather than replacing librarians or the reading experience. | Google · Gemini 3 Flash Preview |
| 05 | Board & Committee Expert | Assist board members and committee officers with meeting minutes, agendas, attendance/rosters, quorum calculations, bylaws, Robert’s Rules of Order, business items, resolutions, previous decisions, meeting schedules, and approved governance documents. | OpenAI · GPT-5.5 |
| 06 | Book & Publication Expert | Help readers navigate and better understand a specific book, publication, manual, or report by explaining concepts, locating sections, connecting topics, defining terminology, and answering questions based on the material — without replacing the experience of reading the original work. | Google · Gemini 3.1 Pro Preview |
| 07 | Training & Learning Expert | Support participants before, during, and after training by helping them find dates, locations, assessment links, assignments, presentations, documents, deadlines, course content, requirements, certificates, and next steps. | OpenAI · GPT-5.5 |
| 08 | Employee Onboarding Expert | Guide new employees through their first days and weeks by explaining onboarding requirements, orientation schedules, organizational structure, policies, required training, forms, benefits resources, important contacts, and common new-hire questions. | Google · Gemini 3 Flash Preview |
| 09 | Standard Operating Procedures (SOP) Expert | Help employees locate, understand, and follow approved SOPs. It could explain individual steps, locate forms and templates, identify required documentation, and direct employees to the appropriate person when human approval is required. | Anthropic · Claude Sonnet 4.6 |
| 10 | Human Resources Information Expert | Help employees navigate approved HR information including benefits, leave procedures, employee handbooks, holidays, forms, professional development resources, policies, and appropriate HR contacts — while leaving employment decisions and sensitive cases to HR professionals. | OpenAI · GPT-5.5 |
| 11 | Customer Service Expert | Provide customers with consistent answers about products, services, policies, locations, operating hours, common problems, documentation, warranties, procedures, and next steps, with clear escalation to a human when necessary. | Google · Gemini 3.1 Flash Lite Preview |
| 12 | Nonprofit Programs & Services Expert | Help community members understand a nonprofit’s programs, eligibility requirements, services, locations, application procedures, upcoming activities, partner resources, volunteer opportunities, and how to receive assistance. | OpenAI · GPT-5.5 |
| 13 | Volunteer Expert | Support volunteers from initial interest through participation by explaining opportunities, requirements, schedules, training, locations, policies, assignments, volunteer hours, forms, contacts, and next steps. | Google · Gemini 3 Flash Preview |
| 14 | Grant Program Expert | Help staff or eligible applicants understand a specific grant program, including requirements, deadlines, approved uses, documentation, application instructions, FAQs, reporting requirements, and available resources — without making funding decisions. | Anthropic · Claude Opus 4.6 |
| 15 | City Services Expert | Give residents a conversational way to understand municipal services: sanitation, utilities, permits, parks, public works, community programs, departments, service requests, contact information, forms, locations, and common procedures. | OpenAI · GPT-5.5 |
| 16 | County Government Expert | Help residents, employees, and partners navigate county departments, services, meetings, public information, programs, forms, responsibilities, contact information, and approved county resources. | Google · Gemini 3.1 Pro Preview |
| 17 | Public Meeting Expert | Create one knowledge resource around commission, council, authority, or board meetings. Users could locate agendas, minutes, meeting dates, ordinances, resolutions, previous discussions, voting records, supporting documents, and instructions for public participation. | OpenAI · GPT-5.5 |
| 18 | Parks & Recreation Expert | Help residents discover parks, facilities, programs, camps, sports, classes, registration requirements, schedules, fees, age groups, special events, rules, accessibility information, and recreation opportunities. | Google · Gemini 3 Flash Preview |
| 19 | Economic Development Expert | Help businesses, entrepreneurs, site selectors, and community partners navigate incentives, development programs, demographic resources, available services, workforce resources, business-support organizations, processes, and appropriate contacts. | OpenAI · GPT-5.5 |
| 20 | Procurement & Purchasing Expert | Guide employees or vendors through approved procurement procedures, purchasing thresholds, forms, documentation, vendor registration, bid processes, timelines, policies, and required approvals — without authorizing purchases itself. | Anthropic · Claude Sonnet 4.6 |
| 21 | Communications & Brand Expert | Help employees communicate consistently by providing approved brand standards, terminology, logos, messaging, templates, social media guidance, communication procedures, writing standards, and examples of approved content. | Google · Gemini 3.1 Flash Lite Preview |
| 22 | Project Expert | Become the central knowledge resource for a specific project. Team members could ask about scope, objectives, timelines, milestones, responsibilities, deliverables, meeting notes, decisions, documentation, deadlines, risks, and next steps. | OpenAI · GPT-5.5 |
| 23 | Strategic Plan Expert | Turn a large strategic plan into an accessible resource that helps employees and stakeholders understand goals, priorities, initiatives, KPIs, timelines, responsible departments, terminology, progress updates, and how individual projects connect to the larger strategy. | Google · Gemini 3.1 Pro Preview |
| 24 | Event Expert | Support attendees, staff, speakers, sponsors, vendors, and volunteers around a specific event by answering questions about registration, schedules, locations, speakers, sessions, parking, maps, policies, assignments, deadlines, and event resources. | OpenAI · GPT-5.5 |
| 25 | Conference Expert | Serve as a 24/7 conference information resource that helps participants build their experience around sessions, speakers, locations, schedules, presentations, exhibitors, continuing-education requirements, transportation, FAQs, and post-conference resources. | Google · Gemini 3 Flash Preview |
| 26 | Policy & Procedures Expert | Make a large collection of organizational policies easier to navigate. Users could ask natural-language questions and receive explanations grounded in approved policies, along with references to the relevant policy and guidance on when to contact a human expert. | Anthropic · Claude Opus 4.6 |
| 27 | Sales Knowledge Expert | Help sales teams quickly find accurate information about products, services, pricing structures, approved messaging, case studies, FAQs, processes, proposal resources, competitive differentiators, and internal sales materials. | OpenAI · GPT-5.5 |
| 28 | Product & Service Expert | Become deeply knowledgeable about a company’s approved product or service information and help customers or employees compare options, understand features, navigate documentation, find resources, and identify which human team should handle specialized questions. | Google · Gemini 3.1 Pro Preview |
| 29 | IT Help & Technology Expert | Help employees with approved technology resources by explaining common procedures, software instructions, account setup, troubleshooting documentation, cybersecurity guidance, training resources, and when/how to submit an IT support request. | OpenAI · GPT-5.5 |
| 30 | Campaign or Initiative Expert | Support a specific initiative — such as a community campaign, organizational transformation, employee engagement effort, capital campaign, or public-awareness initiative — with consistent information about its purpose, timeline, activities, resources, participation, and progress. | Google · Gemini 3 Flash Preview |
| 31 | Accreditation & Compliance Expert | Help teams navigate accreditation or compliance requirements by organizing standards, evidence requirements, deadlines, documentation, responsible parties, procedures, checklists, and reference materials — while leaving formal compliance determinations to authorized personnel. | Anthropic · Claude Sonnet 4.6 |
| 32 | Institutional Knowledge Expert | Preserve knowledge that might otherwise disappear when experienced employees retire, transfer, or leave. Approved interviews, manuals, processes, historical documents, FAQs, and institutional resources can become a searchable organizational knowledge resource. | OpenAI · GPT-5.5 |
| 33 | Forms & Applications Expert | Guide people through complicated forms or applications by explaining terminology, required documents, individual sections, submission procedures, deadlines, common mistakes, and next steps — without making determinations that belong to authorized staff. | Google · Gemini 3.1 Flash Lite Preview |
| 34 | “How Do I?” Process Expert | Focus specifically on recurring procedural questions: “How do I…?” Employees or customers describe what they are trying to accomplish, and the expert guides them to the appropriate approved process, instructions, forms, resources, contacts, and next steps. | OpenAI · GPT-5.5 |